06.09.2005 12:30:00
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General H. Norman Schwarzkopf (Ret.) to Highlight Ameritrade Advisor Services' PowerSource 2005 Conference
Two key themes will be at the heart of this year's conferenceagenda - investment product transparency and the ever increasingchallenges of compliance. PowerSource '05 will feature pre-conferenceintensives with the opportunity to earn Continuing EducationCredit,(1) general sessions, product and technology workshops and avendor exhibit hall.
In addition to a keynote address from retired General H. NormanSchwarzkopf, who will discuss leadership and world views, additionalfeatured speakers will include:
-- Dr. Barry Asmus, Senior Economist, National Center for Policy Analysis
-- Chip Roame, Managing Partner, Tiburon Strategic Advisors
-- Joe Moglia, Chief Executive Officer, Ameritrade
-- Larry Szczech, Chief Client Officer, Ameritrade
Additional Ameritrade representatives scheduled to speak atPowerSource '05 include:
-- Jim Wangsness, Managing Director, Advisor Group
-- Chris Nagy, Managing Director, Order Routing, Sales and Strategy
-- Tracy DeWald, Chief Compliance Officer
-- Earl McAlear, Director, Technology Product
-- Ken Jacob, Manager, Advisor Investment Services Group
"It's essential for RIAs to possess the knowledge, insight andcutting-edge techniques that are necessary in today's financialservices environment," said Jim Wangsness, Managing Director ofAmeritrade's Advisor Group. "With an exceptional lineup of speakersand workshops, PowerSource '05 will highlight these trends whileproviding advisors with crucial information and tools for growingtheir business."
RIAs can learn more and register for PowerSource '05 by logging onto http://www.ameritradeconferences.com/powersource/. Conferenceevents are open to current and prospective Advisor clients at no cost.Registration deadline is October 7, 2005.(2)
About Ameritrade Advisor Services
Ameritrade Advisor Services(3) offers products and services toover 1,400 independent registered investment advisors. In a recentstudy, Ameritrade Advisor Services achieved the highest percentagegrowth in both RIA clients and custodied assets for the period Oct. 1,2004 through Mar. 31, 2005 as reported by Cerulli Associates.(4) Formore information, please visit www.ameritradeinstitutional.com.
About Ameritrade Holding Corporation
For 30 years, Ameritrade Holding Corporation (NASDAQ:AMTD) hasprovided investment services to self-directed individuals through itsbrokerage subsidiaries. Ameritrade develops and provides innovativeproducts and services tailored to meet the varying investing andportfolio management needs of individual investors and institutionaldistribution partners. A brokerage industry leader, Ameritrade,Inc.,(5) a subsidiary of Ameritrade Holding Corporation, recentlyreceived a four-star rating in the 2005 Barron's Review of OnlineBrokers for its Apex active trader program. For more information,please visit www.amtd.com.
(1) Ameritrade Advisor Services is not responsible for theadministration of continuing education credits.
(2) All conference and hotel reservations must be made atwww.ameritradeconferences.com/powersource or through Ameritrade'sevent planner, planitOmaha, Inc. All hotel and travel costs are yoursole responsibility. The event has an October 7, 2005 deadline for allconference registrations, air travel and lodging. Requests receivedafter the cutoff date will be accepted based on availability. If youchoose to use AAA for your air travel, airline tickets will be issuedelectronically, and itineraries will be mailed by first-class mail.Attendee registration confirmation packets will be e-mailed afterregistration closes on October 7, 2005. If you register online, youwill receive an e-mail confirmation. Please call planitOmaha withquestions at 866-38-EVENT.
(3) Ameritrade Advisor Services, Division of Ameritrade, Inc.
(4) 1Q 2005 RIA Service Agent Survey
(5) Ameritrade, Inc., member NASD/SIPC
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